Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]
Everybody Is A DIYer Until They Meet A Really Good Advisor [Episode 217]
Matt and Micah focus on the concept of the One-Page Financial Plan and how financial advisors can demonstrate value, esp... Read more
14 Aug 2023
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33mins
Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!
Sales, VAs, and Elevator Pitches: Unleash Your Inner Maverick!
Do you understand the importance of sales in addressing various challenges and achieving growth, and are you focused on ... Read more
11 Aug 2023
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11mins
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Jamie highlights the significance of practicing and perfecting our introductions and communication skills to where you g... Read more
10 Aug 2023
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Unleashing the Power of Virtual Assistants with Guest Karen Stewart
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Conquer or Crumble: How's Your Prospecting Going? [Episode 216]
Conquer or Crumble: How's Your Prospecting Going? [Episode 216]
Matt and Micah discuss the power of effective sales and prospecting strategies. They’ll highlight the importance of bei... Read more
7 Aug 2023
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29mins
Small Details, Custodians, and What To Say
Small Details, Custodians, and What To Say
Are you aware of the importance of paying attention to small details in client communications, and how much they can i... Read more
4 Aug 2023
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13mins
Say This
Say This
Jamie discusses the importance of effective communication in conveying strategies, plans, and ideas to clients, teams, ... Read more
3 Aug 2023
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35mins
Disrupting Giants With Guest Jason Wenk
Disrupting Giants With Guest Jason Wenk
In this episode, Matt is joined by the CEO and Founder of Altruist, Jason Wenk, where they discuss the exciting opportu... Read more
2 Aug 2023
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28mins
It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]
It's Nothing, Right? No! The Little Things Are What Matter [Episode 215]
In today’s episode, Matt and Micah delve into the topic of client communications and the importance of focusing on the ... Read more
31 Jul 2023
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30mins
Rockstar Teams, Trainings, and Career Enterprise Value
Rockstar Teams, Trainings, and Career Enterprise Value
Team training is all about improving and resetting expectations, reminding you how and why you do things, so are you do... Read more
28 Jul 2023
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12mins
